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How to Record a Tenancy in Housing Market CRM

Tutorial 122 of 181 · 42 s

Open the product

Tenancies in Housing Market CRM, part of the Pro plan, records who lives in each home your agency manages, for how long, and at what rent. A renewal is deliberately a new tenancy rather than an edit of the old one, which is why last September's rent is still right after this year's increase. This tutorial opens Tenancies, records one, ends a tenancy, renews another, and shows what archiving does.

In this tutorial you will learn

  • What a tenancy records
  • Why a renewal is a new tenancy
  • How to end a tenancy, and what that keeps
  • How to archive without losing the history

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Tenancies in the left menu.
  3. Who lives there, for how long, and at what rent.
  4. Record a tenancy when it is signed.
  5. Renew makes a new tenancy…
  6. …so last year's rent stays right in last year's statement.
  7. End the tenancy — the rent recorded against it stays.
  8. Archived keeps the history out of the way.